-81.1%
VIOT vs VT
+133.8%
-214.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | +19.2% | -2.3% | +21.5% | +21.8% |
| 30D | +1.3% | -5.0% | +6.3% | +6.4% |
| 3M | +109.5% | -4.9% | +114.3% | +118.3% |
| 6M | +55.0% | -1.5% | +56.5% | +55.0% |
| YTD | -10.3% | +8.5% | -18.8% | -18.9% |
| 1Y | -44.2% | +11.4% | -55.6% | -51.0% |
| 3Y | +84.7% | +70.1% | +14.6% | +0.1% |
| 5Y | -63.3% | +53.7% | -117.0% | -77.3% |
| All | -81.1% | +133.8% | -214.9% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling